Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
I actively serve in my professional association, National Association of Insurance and Financial Advisors. I have been a member of the Million Dollar Round Table since 1997 which includes seven Court of the Table qualifications. In 2006, I was a breakout speaker at the Million Dollar Round Table meeting in San Diego.
In 2009 I was the recipient of Advisor Today magazines “4 Under 40 award” as one of four young advisors who have built a career by working hard, putting their clients first, and giving back to the industry.
My greatest accomplishment is my relationship with my 4 children: Claire, Olivia, Dominic, and Victor.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies